News

Extensive and timely coverage of the institutional industry.

In The News
Harvard’s Endowment Outlook

Early reports for fiscal year 2021 (ended June 30) suggest very robust investment gains for endowments and pension funds. What does this imply for Harvard Management Company’s (HMC) results in investing the University’s endowment—by far the largest source of University revenues?

08.24.21
In The News
Lakemore Partners Closes Its $400 Million Aquatine IV Fund

Aquatine IV is Lakemore’s fourth CLO fund within the Aquatine platform, which invests in control equity positions in U.S. CLOs, and is currently one of the market’s largest dedicated CLO control equity funds.

08.24.21
Alternatives
Southern Plan Makes Private Commitments

The plan made two private commitments for pacing purposes.

08.23.21
People Moves
Blue Wolf Capital Names Operating Partner

He will focus on the New York-based private equity firm’s investments in the industrials sector.

08.23.21
Multi-Asset/Investment Advisor
Midwest Sewer District Seeks Investment Advisor

A Midwestern sewer district is searching for an advisor for its $400 million portfolio.

08.23.21
Non-U.S. & Global Equity
Texas Plan Restructures Int’l Equity Portfolio

Plan approved a new international equity portfolio that will result in new managers.

08.23.21
People Moves
GTCR Promotes Managing Director

The promotion entails additional internal management responsibilities.

08.23.21
In The News
CenterSquare Investment Management And Arch Street Capital Advisors Form Service Property Joint Venture

The joint venture is actively seeking new Service Property investment opportunities in the $7 – 20 million price range.

08.23.21
Administrator - Bundled
East Coast County Concludes DC Plan Administrator Search

The plan retained incumbent provider Nationwide Retirement Solutions.

08.23.21
Consultant/OCIO/Discretionary
Midwest Plan Launches Consultant Search

A Midwestern pension plan has issued an RFP seeking a general investment consultant.

08.20.21